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DFA Tax-Managed US Marketwide Value II shares owned by Index Fund Advisors

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Index Fund Advisors from 13F filings

Historical chart of Index Fund Advisors investment in DFA Tax-Managed US Marketwide Value II

Tip: Access up to 7 years of quarterly data

All positions including DFA Tax-Managed US Marketwide Value II held by Index Fund Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Index Fund Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $236M 6.9M 34.02
2023-06-30 $242M 7.0M 34.50
2023-03-31 $239M 7.1M 33.48
2022-12-31 $242M 7.2M 33.48
2022-09-30 $214M 7.2M 29.61
2022-06-30 $221M 7.0M 31.60

More positions owned by Index Fund Advisors

Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Index Fund Advisors

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Buckingham Asset Management
CI Private Wealth
Plan
Resource Consulting Group
Creative Planning
Wealth Enhancement Advisory Services
Modera Wealth Management
HPM Partners
Ml & R Wealth Management
TCI Wealth Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Truepoint
Trust Co of the South

View all funds holding DFA Tax-Managed US Marketwide Value II